Implementation of CRM system: What do we offer?

Implementation of CRM

CRM is a software that automates the processes of working with a company’s clients. The introduction of a CRM system is to save working time for company employees, provide timely customer service, and reduce the cost of these business processes by automating them. Many companies are moving to CRM for maximum productivity and efficiency in reducing workflows, however, not all achieve this result. The reason may be errors during the implementation phase.

Benefits of CRM

• Intuitive CRM interface for systematization of customer contacts and effective use during sales.
• The presence of a centralized database in CRM about customer contacts, which is updated every time with the preservation of the history of interactions with customers (letters, phone calls, invoices, the amount of payments from the client).
• Ability to manage certain business processes.
• Increasing the number of customers and the efficiency of employees.
• Increasing profit per month.

CRM Implementation Projects

The implementation of CRM in a company takes place in several stages:

• Audit – analysis of the company’s work processes before the implementation of CRM, deciding on useful services and tools that are useful for automating business processes.
• Development of a sales funnel – a graph for visualizing the full sales cycle from the interest shown by the client to the completion of the transaction.
• Technical setup of the system – adaptation of the system to the company (creation of users, their access rights; setting up fields for filling in information about clients, facilitating the analysis of work).
• Connecting integrations (widgets, free services, email newsletters, etc.).
• Pilot implementation (assessment of the functionality of the system in which a small block of tasks is implemented).
• CRM automation (sales are made in one workspace without unnecessary programs and files).
• Employee training (for the correct use of CRM, as well as the analysis of the quality of work of each employee).
• Technical support (solving questions from employees on the use of the CRM system at the start of work without losing the effectiveness of the sales department).

Thus, the CRM system implementation project consists of the listed stages.

Automation of business processes of the company

Companies are investing heavily in business automation. But you need to understand that CRM is not just a program for automating and optimizing sales, but the main thing is to determine the purpose of implementing such a system (future tasks to be solved and what results are needed). A CRM implementation plan is drawn up, then the remaining stages.

Requirements for the implementation of CRM for small businesses:

• optimization of work processes (document management of the company, as well as ongoing transactions);
• data collection and segmentation (to work with a large amount of unstructured data);
• sales automation (separation of the processing of company transactions and segmentation of sales into new and repeated ones);
• detailed statistics (reporting and end-to-end analytics to identify problems in the company’s work).